My wife, Cindy, and I came to Pella in 1985 with my transitioning to Edward Jones from a career in bank regulatory. The summer of 2021 will mark 36 years of guiding our clients throughout their many stages of life and careers. Working through challenges and celebrating important milestones is what continues to drive me. Working closely with our clients, we take time to understand what is important, utilize an established process and put strategies in place to help achieve goals, then stay in touch to help them remain on track toward success. I'm honored to serve multiple generations of families in several states and partner closely with accountants and attorneys.

Our branch team consists of myself, Rachel Nikkel, Lisa Morgan and Janis Vermeer. Rachel and Janis have been faithfully serving since 2014 and 2011, respectively, and Lisa joined us in 2022.

Cindy and I enjoy the outdoors, as well as visiting our two adult daughters and four grandchildren.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Charitable Giving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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